Workflow assigning owner as unassigned

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Occasional Contributor

In our account rules we give reps time to make contact, make calls, land a sale. After they have not made progress, we want to build a workflow automation that after x days of no contact no calls. the account goes unassigned so users can then assign it to them self's and try and land the contact.

How can i build a workflow automation that will change the owner to unassigned?

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Regular Contributor | Platinum Partner

Hi @krazy 

 

You can achieve this with a fairly simple workflow. You have some options and flexibility on the trigger - it could be the "Last Contacted" or "Last Activity Date" in the contact properties, which you can set to being More Than 30 days, for example.

 

The subsequent Action should be "Set Contact Property" and if you choose to update the "Contact Owner", simply do not choose a specific user, and the result is that you've created an action that reads "Clear contact property: Contact owner"...

 

Screenshot 2019-11-12 at 20.03.38.png

Best to be sure that the triggers account for any and all possible contact channels, and test it in the field. Best of luck!

 

Matt

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Solution
Regular Contributor | Platinum Partner

Hi @krazy 

 

You can achieve this with a fairly simple workflow. You have some options and flexibility on the trigger - it could be the "Last Contacted" or "Last Activity Date" in the contact properties, which you can set to being More Than 30 days, for example.

 

The subsequent Action should be "Set Contact Property" and if you choose to update the "Contact Owner", simply do not choose a specific user, and the result is that you've created an action that reads "Clear contact property: Contact owner"...

 

Screenshot 2019-11-12 at 20.03.38.png

Best to be sure that the triggers account for any and all possible contact channels, and test it in the field. Best of luck!

 

Matt

View solution in original post

Occasional Contributor

Capture.PNG

 

When i try and do it i get this.. I think this is what i have been facing this entire time

 

 

 

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Occasional Contributor

I fugured it out. Thank you.. 

 

 

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New Member

I have the same issue, how did you manage to make it work?

Thanks

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